CIK 1900584
Amplius Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
177
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–177 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IHDG | WISDOMTREE TR | 5K | $100K–$500K | SH |
| JIG | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| BXMT | BLACKSTONE MTG TR INC | 13K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 22K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| FDIS | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| MMC | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| DGRO | ISHARES TR | 3K | $100K–$500K | SH |
| OBDC | OWL ROCK CAPITAL CORPORATION | 19K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 474 | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| AWR | AMER STATES WTR CO | 3K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| ACM | AECOM | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| IDEV | ISHARES TR | 3K | $100K–$500K | SH |
| TJUL | INNOVATOR ETFS TR | 7K | $100K–$500K | SH |
| ECVT | ECOVYST INC | 18K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 16K | $100K–$500K | SH |
| PFN | PIMCO INCOME STRATEGY FD II | 11K | $50K–$100K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 12K | $50K–$100K | SH |
| XFLT | XAI OCTAGN FLT RAT & ALT INM | 11K | $50K–$100K | SH |